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Summit Wealth & Retirement Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Buy
2,660
+400
+18% +$56.4K 0.08% 77
2025
Q4 		$325K Hold
2,260
– – 0.08% 78
2025
Q3 		$319K Hold
2,260
– – 0.08% 78
2025
Q2 		$286K Buy
+2,260
New +$251K 0.08% 81

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth & Retirement Planning's XLK Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q1 2026, buying an estimated $56.4K and bringing the position to 2,660 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #77.

Summit Wealth & Retirement Planning first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,660 shares of State Street Technology Select Sector SPDR ETF worth $354K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 400 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $56.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #77 holding.
  • Summit Wealth & Retirement Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.